CK
Christopher J. Kirk
KIRK INVESTMENT ADVISORS LLC
Columbia, MD 21046
Some features on this profile are disabled
CRD#: 5119694
CK
Professional summary
Christopher Joseph Kirk, who also goes by Chris J Kirk, is a registered financial advisor currently at KIRK INVESTMENT ADVISORS LLC located in Columbia, Maryland.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris J Kirk
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CHRISTOPHER J. KIRK IS AN INVESTMENT ADVISER REPRESENTATIVE WITH KIRK INVESTMENT ADVISORS, LLC. AND OWNER OF THE INSURANCE ENTITY, KIRK FINANCIAL GROUP, LLC. WHICH OFFERS INSURANCE PRODUCTS TO CLIENTS. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR INSURANCE PRODUCTS FROM THOSE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE INSURANCE PRODUCTS OR SERVICES PAY A COMMISSION AND INVOLVE A CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF AN INVESTMENT ADVISER REPRESENTATIVE. KIRK INVESTMENT ADVISORS, LLC. ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT A PLAN OR PURCHASE INSURANCE PRODUCTS OR SERVICES THROUGH ANY REPRESENTATIVE OF KIRK INVESTMENT ADVISORS, LLC. IN THEIR CAPACITY AS AN INSURANCE AGENT.
MR. KIRK IS A RETIREMENT INCOME CERTIFIED PROFESSIONAL FROM THE AMERICAN COLLEGE.
INSURANCE ACTIVITIES: EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, LIFE INSURANCE, AND LONG TERM CARE. *** HOST OF SMART MONEY WITH KIRK FINANCIAL GROUP - RADIO SHOW HOST; 4-5HRS/MONTH; ZERO HR DURING TRADING HRS; HOST A RADIO SHOW ON LOCAL STATIONS AND DISCUSS FIXED ANNUITIES AND OTHER NON-SECURITIES RELATED TOPICS.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Joseph Kirk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 23, 2015 - Present
KIRK INVESTMENT ADVISORS LLC
Office #1: 9520 Berger Road Suite 212, Columbia, MD 21046RIA
CRD#: 170612
Columbia, MD
Past
July 21, 2011 - December 23, 2013
EVEREST INVESTMENT ADVISORS, INC.
RIA
CRD#: 158287
TOWSON, MD
Past
April 18, 2006 - August 29, 2011
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
TOWSON, MD
Past
March 30, 2006 - August 29, 2011
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
TOWSON, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(4/23/2015)
IAR
Pennsylvania(2/10/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
KI
KIRK INVESTMENT ADVISORS LLC
KIRK INVESTMENT ADVISORS LLC | KIRK, CHRISTOPHER J
CRD#: 170612 / SEC#:
Delaware
Registered Investment Advisory firm - (10/7/2022 Approved)District of Columbia
Registered Investment Advisory firm - (12/13/2017 Terminated)Maryland
Registered Investment Advisory firm - (4/23/2014 Approved)Pennsylvania
Registered Investment Advisory firm - (2/9/2016 Approved)Virginia
Registered Investment Advisory firm - (12/13/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9520 Berger Road Suite 212, Columbia, MD 21046
Mailing Address
Phone number
(410) 381-8007
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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